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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,724 | $110,337-84.8% | $102,383-83.7% | $145,877-88.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 3.61% | 24.83%-21.2pp | 24.94%-21.3pp | 551.28%-547.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $750 | $5,621-86.7% | $5,060-85.2% | $6,691-88.8% |
| Admin fee / account holder | $18,956 | $9,750+94.4% | $8,391+125.9% | $13,402+41.4% |